Welcome to #CalCPA—the members club and education provider for California's #CPAs and #accountants. If you think beyond the ledger, you’re our kind of member.
Joined November 2008
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You earned every letter. Congratulations to our newly licensed CPAs. ✍️
#CalCPA #CPA #CPALife #NewlyCertified #AccountingProfession
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Is AI's biggest risk cultural, not technical? CalCPA President & CEO Denise LeDuc Froemming sits down with Jennifer Harrity next week to discuss her white paper on the human cost of AI and what it means for the profession. Elite Access Members only.
🔗 bit.ly/43rcxTt
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The media landscape looks different than it did a year ago.
At our keynote, Doug Emhoff and Alan J. Epstein, both Partners at Willkie Farr & Gallagher LLP, will get into what’s driving media consolidation and where companies go from here.
LA or online: bit.ly/4vriKuk
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The profession is at an inflection point. AI isn't just changing how CPAs work. It's redefining what it means to lead, advise and create value.
@shawndubravac is opening this year's Members Club Summit with where the profession is heading next.
🔗 bit.ly/4xg1MRE
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Leader Lab 360 is officially underway. Last week's Leadership Intensive with @JonLokhorst set the tone — three days of real work, real conversations, and a cohort that showed up for all of it. Can't wait to see what this group does next.
#LeaderLab360 #CalCPA
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What does it really mean to lead?
Retired Lt. Col. Oak McCulloch joins Rise & Stride with 40 years of answers — servant leadership, trust, communication and building the next generation of leaders.
It's never about power. It's about people.
🎧 bit.ly/3AZSkZO
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Some of the best conference moments happen before the sessions begin. 🙌
Last night we co-hosted a pre-ENGAGE happy hour in Las Vegas with @IllinoisCPA, @ny_cpasociety and Whitman Advisory — where state society members reconnected, met for the first time and put faces to names.
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Missed our Not-for-Profit Organizations Conference last month? The encore is June 23.
Nonprofit tax, audit, Form 990, AI risk and governance updates. Eight CPE, all virtual.
Catch the encore 👉 bit.ly/4g5thXF
#CalCPA #NonprofitAccounting
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CPA liability risk is easy to underestimate, and the missteps that create real exposure often happen before firms realize there's a problem. @CAMICO_for_CPAs outlines five common missteps worth knowing.
🔗 bit.ly/4uN8Tzb
#RiskManagement #CPALife
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Private capital is reshaping entertainment and sports deals. Music catalogs, minority ownership and new fund structures — this session breaks down what advisors need to know.
Register and earn 8 CPE: bit.ly/4dPghnF
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The biggest innovation at your firm probably isn't a tool you just bought.
Our upcoming Conversation Circle with Ron Baker and Ed Kless digs into what actually drives it — July 8, 12–1 p.m. PT. Free for members. bit.ly/3QmQU3w
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Employee benefit plan audits have a lot pressing on the work right now: DOL inspection activity, peer review findings, SECURE 2.0 audit implications, Form 5500 errors, and AI in the workflow.
Review the agenda and register before Thursday: bit.ly/4fWQDyF
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AI doesn’t need a massive budget or full tech rebuild to be useful.
Join our B&I Meet-up for practical ways organizations are using AI to improve efficiency, streamline operations and support smarter decisions.
Register: bit.ly/3QfGYJ9
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Heading to @AICPA ENGAGE? Start before the official kickoff.
Join CalCPA, @IllinoisCPA, @ny_cpasociety and Whitman Advisory for a pre-conference happy hour with state society members from across the country.
RSVP: bit.ly/4e28u4P
#CalCPA #AICPAENGAGE
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The same deficiencies keep appearing in employee benefit plan peer reviews.
Marilee P. Lau has seen the work from both sides: national practice leadership and peer review oversight.
Get ahead of the patterns before they become your findings:
Register: bit.ly/4fNBOhK
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Building habits that last takes a plan you can actually follow. Our @WorkplaceWellness Series with @CalCPAHealth continues June 5 with practical strategies for steadier habits and healthier teams. Free for members, 1 CPE. Register: bit.ly/3RAPLFR
#CalCPA #CPE
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Estate, trust and gift tax planning work changes when client facts change.
Our Estate & Trust Planning Conference gets into the planning issues CPAs, attorneys and advisors are working through now.
Early bird pricing ends June 4: bit.ly/4u0qwKH
#EstatePlanning #CalCPA
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Applications are now open for @AllianceofBWA 2026 scholarships.
Awards up to $5,000 are available to high school and college students pursuing careers in accounting and finance.
Deadline is September 20. Free student membership required.
Get started: allianceofbwa.org/scholarshi…
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